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STAAR Surgical

194 hedge funds and large institutions have $1.83B invested in STAAR Surgical in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 68 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

358% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 12

156% more call options, than puts

Call options by funds: $22.2M | Put options by funds: $8.67M

68% more capital invested

Capital invested by funds: $1.08B → $1.83B (+$741M)

39% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 49

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

28% more funds holding

Funds holding: 151194 (+43)

2.53% more ownership

Funds ownership: 84.02%86.56% (+2.5%)

Holders
194
Holders Change
+43
Holders Change %
+28.48%
% of All Funds
4.44%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
55
Increased
68
Reduced
49
Closed
12
Calls
$22.2M
Puts
$8.67M
Net Calls
+$13.5M
Net Calls Change
+$11.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
176
Meeder Asset Management
Ohio
$60K -$17.2K -419 -25%
TPWA
177
TRUE Private Wealth Advisors
Oregon
$60K +$51.2K +1,250 New
US Bancorp
178
US Bancorp
Minnesota
$50K +$1.51K +37 +4%
TDC
179
Thompson Davis & Co
Virginia
$42K +$15.4K +375 +75%
DWA
180
Dorsey Wright & Associates
California
$40K +$34K +830 New
RE
181
RBC Europe
United Kingdom
$39.6K -$8.6K -210 -20%
PCM
182
Prelude Capital Management
New York
$32K -$13.3K -324 -32%
FANJ
183
Financial Architects (New Jersey)
New Jersey
$24K +$20.5K +500 New
WAP
184
Wealthcare Advisory Partners
Pennsylvania
$19K
CAPTRUST Financial Advisors
185
CAPTRUST Financial Advisors
North Carolina
$15K
Bank of Montreal
186
Bank of Montreal
Ontario, Canada
$15K +$328 +8 +3%
Fidelity Investments
187
Fidelity Investments
Massachusetts
$15K +$12.8K +312 New
LTFS
188
Ladenburg Thalmann Financial Services
Florida
$8K -$1.76K -43 -20%
AS
189
Altshuler Shaham
Israel
$7K +$5.94K +145 New
AF
190
Advisornet Financial
Minnesota
$6K
HI
191
Hudock Inc
Pennsylvania
$6K
Group One Trading
192
Group One Trading
Illinois
$3K -$79.6K -1,945 -97%
MIM
193
Macroview Investment Management
Maryland
$3K +$2.95K +72 New
TRCT
194
Tower Research Capital (TRC)
New York
$1K -$280K -6,850 -100%
SIAS
195
Shine Investment Advisory Services
Colorado
-$3.48M -112,400 Closed
Barrow, Hanley, Mewhinney & Strauss
196
Barrow, Hanley, Mewhinney & Strauss
Texas
-$2.29M -73,953 Closed
Susquehanna International Group
197
Susquehanna International Group
Pennsylvania
-$1.27M -31,043 Closed
AIMCA
198
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$896K -28,900 Closed
BA
199
Bristol Advisors
Pennsylvania
-$620K -20,000 Closed
MC
200
Menta Capital
California
-$399K -12,885 Closed

STAA Hedge Fund Activity: Q3 2018 in Review

194 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in STAAR Surgical (STAA) for Q3 2018, worth a combined $1.83B — up 68% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new STAA positions and 12 closed out — a net gain of 43 holders — while 68 added to existing stakes and 49 trimmed.

The largest buyer was Vanguard Group, adding an estimated $42.7M. The largest seller was Putnam Investments, cutting an estimated $82.7M.

  • 194 institutional investors held STAAR Surgical (STAA) as of Q3 2018, up from 151 in Q2 2018.
  • Funds reported $1.83B of STAAR Surgical stock for Q3 2018, up 68% quarter-over-quarter.
  • 55 funds opened new STAAR Surgical positions in Q3 2018 and 12 closed out, a net change of +43 holders.
  • The largest STAAR Surgical buyer in Q3 2018 was Vanguard Group, an estimated $42.7M added.
  • The largest STAAR Surgical seller in Q3 2018 was Putnam Investments, an estimated $82.7M sold.

Based on aggregated 13F filings for Q3 2018.